Dustyn
Livesay

Prosperity Capital Advisors

CRD#6704916
Investment Advisor
in Arden, NC

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About this Advisor

Dustyn Livesay is a financial advisor based in Arden, North Carolina, working with Prosperity Capital Advisors. Dustyn has previously held positions at Town Of Pennington Gap, Student, Northwestern Mutual Life Insurance Company, C2P Capital Advisory Group, LLC Dba Prosperity Capital Advisors, Infinity Wealth Management (D.B.A. For Advisory Business), Crutchfield and South-West Insurance Agency, Inc. Dustyn has passed the Series 65 regulatory exam and is registered to provide services in North Carolina and Virginia. Currently, Dustyn is part of Prosperity Capital Advisors, which operates out of Arden, North Carolina. The firm has 37 offices and 202 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Prosperity Capital Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3400 Sweeten Creek Road, Suite A
Arden, NC 28704

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Prosperity Capital Advisors Brokerage Details

Total Assets Under Management

$2,245,308,171

NC Average: $2,106,341,625
Total Number of Employees

202

NC Average: 34
Total Number of Accounts

9,396

NC Average: 1,972
Average Account Size

$238,964

NC Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Dustyn Livesay Work History

2024 - Present (0 year)

C2P Capital Advisory Group, LLC Dba Prosperity Capital Advisors

2024 - Present (0 year)

Infinity Wealth Management (D.B.A. For Advisory Business)

2018 - Present (6 years)

South-West Insurance Agency, Inc

2018 - 2018 (< 1 year)

Crutchfield

2016 - 2018 (2 years)

Northwestern Mutual Life Insurance Company

2015 - 2016 (1 year)

Town Of Pennington Gap

2013 - 2014 (1 year)

Town Of Pennington Gap

2006 - 2018 (12 years)

Student

Disclosures

Please visit the SEC profile of Dustyn Livesay to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Prosperity Capital Advisors

Ashwini Ahluwalia
Westlake, OH
Derrick Gibbs
Westlake, OH
Grace Nicholson
Westlake, OH
Jake Giles
Arden, NC
Catherine Reid
Arden, NC
Kirsten Schlumbohm
Westlake, OH
Troy Stine
Lake Charles, LA
Giancarlo Capodanno
Westlake, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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